Run your firm.
Not your paperwork.
Case management, deadlines, IOLTA, and settlements for contingency firms — with AI that drafts written discovery from defense PDFs, and documents in your own Microsoft 365.
60-day free trial · No credit card required
Runs inside the tools your firm already uses
Built for contingency & personal-injury practices
AI that drafts your written discovery
Upload the defense's Requests for Production, Admissions, or Special Interrogatories. CaseLumen reads the PDF, extracts every numbered request, and builds your Plaintiff response shell — in minutes, not an afternoon. Most PI platforms leave this to manual re-keying — with CaseLumen it's built in, and included with Professional.
- Defense discovery PDF in → drafted Plaintiff responses out
- Robust to messy defense-firm formatting — no manual re-keying
- Every extracted request is reviewed by an attorney before it is final
- Your case data is never used to train AI models
- Turn the AI Assistant on or off per firm, at any time
Not another generic case manager
CaseLumen is built for the way plaintiff firms actually run — with choices most legal software won't make.
Documents live in your firm's own Microsoft 365 SharePoint. CaseLumen integrates with your storage instead of taking custody — so your data, and your clients' privilege, stay yours.
Settlement waterfalls, IOLTA trust ledgers, lien and referral-fee tracking, and damages by period are modeled in — not bolted on. No spreadsheets, no generic 'matters'.
Written discovery from messy defense PDFs, every draft reviewed by an attorney before it is final. Your case data is never used to train AI models.
Prefer a full side-by-side? Why CaseLumen
More capable — and less expensive
The tools generalist software bolts on — or leaves to spreadsheets — are built into CaseLumen, at a price that undercuts the PI-specialist platforms.
Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Not available
AI written discovery — drafts responses from defense PDFs
- CaseLumen
- Built in
- PI platforms
- Not available
- Generalist
- Not available
Your documents stay in your own Microsoft 365 tenant
- CaseLumen
- Built in
- PI platforms
- Limited or add-on
- Generalist
- Not available
Live statute-of-limitations countdown
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Limited or add-on
Built-in conflict checks
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Limited or add-on
Firm calendar with two-way Outlook sync
- CaseLumen
- Built in
- PI platforms
- Limited or add-on
- Generalist
- Limited or add-on
Full activity audit trail & role-based access
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Not available
Full AI-powered platform, per user / month
- CaseLumen
- $59
- PI platforms
- $65–99
- Generalist
- —
| CaseLumen | PI-specialist platforms | Generalist software & spreadsheets | |
|---|---|---|---|
| Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall | Built in | Built in | Not available |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available | Not available |
| Your documents stay in your own Microsoft 365 tenant | Built in | Limited or add-on | Not available |
| Live statute-of-limitations countdown | Built in | Built in | Limited or add-on |
| Built-in conflict checks | Built in | Built in | Limited or add-on |
| Firm calendar with two-way Outlook sync | Built in | Limited or add-on | Limited or add-on |
| Full activity audit trail & role-based access | Built in | Built in | Not available |
| Full AI-powered platform, per user / month | $59 | $65–99 | — |
PI-specialist platforms include CASEpeer, Filevine, SmartAdvocate, and Litify; capabilities and per-seat pricing reflect publicly listed information as of August 2026 — several are quote-based and priced higher. CaseLumen Professional is $59/seat. Reflects typical offerings, not any single product.
See the full breakdown on the pricing page.
Track every matter from first call to final disbursement
Capture leads, run conflict checks, and convert intakes into active cases without re-keying a thing. Live SOL countdowns, custom case types, and practice areas keep the whole firm aligned.
- Intake decision workflow with referral-source tracking
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- Full case timeline: incident, filing, discovery, trial
- Wrongful-death and multi-party support out of the box
Costs, liens, and settlements — without the spreadsheets
Model the full settlement waterfall and keep an IOLTA trust ledger with running balances. Generate settlement statements and trust ledgers as polished PDFs in a click.
- Log case costs by category with receipts
- IOLTA trust ledger with running balance
- Settlement waterfall: fees, costs, liens, net to client
- Damages tracking and referral-fee splits
Your documents and calendar, where your firm already works
CaseLumen creates an organized document folder for every intake and case in your firm's own SharePoint, and syncs deadlines and key dates to a shared Microsoft 365 calendar — no new file system to learn.
- Automatic SharePoint folders per intake and case
- Secure client upload links — files land straight in the folder
- Deadlines and case dates sync to a shared group calendar
- Data stays inside your own Microsoft 365 tenant
The details that keep a plaintiff practice moving
Workflow tools generalist software leaves out — included, not extra.
Point CaseLumen at the defense's responses and it flags boilerplate objections, evasive answers, and 'will produce' with nothing produced — each with a suggested supplemental demand.
Every client-facing email the system sends is saved to PDF and filed in that case's SharePoint folder — with full From/To/Subject/Date headers for a court-ready paper trail.
Run a conflict check before you convert an intake. Matches surface across parties and contacts so you can clear, waive, or decline — with a record of the decision.
Trigger emails, status changes, and follow-ups on the events that matter — new intake, status change, an approaching deadline — with rules tuned per practice area.
Modules that grow with your firm
Start with core case management and switch on integrations as you need them.
Automatically create and manage cloud document folders for each intake and case.
Send clients a secure upload link to submit documents directly into the intake's document folder.
Share frozen production packages with opposing counsel through a secure, zero-account download page.
A shared firm calendar for every case date, deadline, and hearing — in month, week, and agenda views, synced with your Microsoft 365 calendar.
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Included with Professional.
Turn case costs and IOLTA activity into the exact entries your accounting software needs — so advanced costs stay an asset, and money the firm recovers never looks like income. Included with Professional.
AI-assisted document tools for cases, starting with Written Discovery. Included with Professional; usage is metered with a monthly allowance and top-up credit packs.
Give clients a secure self-service portal to view case status, messages, and documents.
Unlock detailed analytics dashboards for intake trends, conversion rates, and case outcomes.
Let staff log in with your existing identity provider (Okta, Azure AD, Google Workspace, etc.).
Straightforward, per-seat pricing
Every plan starts with a 60-day free trial — no credit card required. Professional includes Case Financials and AI Written Discovery.
Comparable PI platforms often list $65–99 per seat — Professional is $59.
Coming from another system? We bring your firm across
Moving firms is the reason most practices put off switching. We handle it for you — your cases, contacts, documents, and calendar come across so your team starts day one with everything already in place.
- We migrate your cases, contacts, and case history
- Documents and calendar events move into your Microsoft 365
- A 60-day free trial gives you time to migrate and settle in
- No data re-keying — your team picks up right where they left off
Built inside a working PI practice — not a boardroom
CaseLumen was built hand-in-hand with a practicing California personal-injury firm — shaped by contingency work from the first intake call to the final disbursement. Every feature earned its place by solving a problem a real firm actually hit.
"We wanted the software we wished existed when we were doing the work by hand — so we built it, tested it on live cases, and only shipped what actually held up."
The CaseLumen founding team
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.